Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYONIER ADVANCED MATERIALS INC.RYAM · Entity 5392 | CFO, SVP Finance & Strategy | March 01, 2020 | March 04, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RAYONIER ADVANCED MATERIALS INC.
Report date March 01, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 199,009 |
Ending reported balance
After 2020-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-01 · Grant · Acquired 36,857 · Balance 216,515 F1: Paid pursuant to 2017 Contingent Performance Share Award Program. Row 2 · 2020-03-01 · Tax withholding · Disposed 17,506 · Balance 199,009 F2: Upon the vesting of 21,061 shares on March 1, 2020 under a restricted stock grant dated March 1, 2017, the reporting person had 8,409 shares withheld by the Company for personal tax liability withholding and 9,097 shares withheld by the Company for personal tax liability withholding on the reporting persons 2017 contingent performance share award reported herein. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 5,774.8688 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,774.8688 F3: Shares are held in the Rayonier Advanced Materials Investment and Savings Plan, a 401(k) plan, for this person's account. |
Filing footnotes · ownership attribution and instrument terms
F1: Paid pursuant to 2017 Contingent Performance Share Award Program.
F2: Upon the vesting of 21,061 shares on March 1, 2020 under a restricted stock grant dated March 1, 2017, the reporting person had 8,409 shares withheld by the Company for personal tax liability withholding and 9,097 shares withheld by the Company for personal tax liability withholding on the reporting persons 2017 contingent performance share award reported herein.
F3: Shares are held in the Rayonier Advanced Materials Investment and Savings Plan, a 401(k) plan, for this person's account.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 4, 2020 00:43 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 17,506 | $2.45 | $42,889.70 |
DisclosureSEC source: 0001225208-20-004263 · doc4.xml · nonDerivative · entry 2 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,009 F2 · shares: Upon the vesting of 21,061 shares on March 1, 2020 under a restricted stock grant dated March 1, 2017, the reporting person had 8,409 shares withheld by the Company for personal tax liability withholding and 9,097 shares withheld by the Company for personal tax liability withholding on the reporting persons 2017 contingent performance share award reported herein. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 00:43 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantCommon Stock | 36,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-004263 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,515 F1 · shares: Paid pursuant to 2017 Contingent Performance Share Award Program. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 18:10 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 143 | $13.56 | $1,939.08 |
DisclosureSEC source: 0001225208-19-005989 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,693 F1 · shares: Upon vesting of 363 shares on March 31, 2019 under a restricted stock grant dated March 31, 2014, the reporting person had 143 shares withheld by the Company for personal tax liability withholding. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 01:09 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 20,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004725 · doc4.xml · derivative · entry 5 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,478 Underlying: Common Stock · 20,478 shares Expires 2022-03-01 F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 01:09 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Disposition to issuerCommon Stock | 92,995 | $14.65 | $1,362,376.75 |
DisclosureSEC source: 0001225208-19-004725 · doc4.xml · nonDerivative · entry 3 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,836 F3 · shares: On March 1, 2019, 92,995 of the reporting person's phantom stock units were settled in cash. F2 · price: The different prices reflect treatment required under the terms of the Company's Equity Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 01:09 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 61,472 | $14.10 | $866,755.20 |
DisclosureSEC source: 0001225208-19-004725 · doc4.xml · nonDerivative · entry 2 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,831 F2 · price: The different prices reflect treatment required under the terms of the Company's Equity Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 01:09 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantCommon Stock | 215,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004725 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,303 F1 · shares: In 2016 (when this Long-Term Incentive ("LTI") grant was awarded), the Company's Equity Incentive Plan had a share cap limit of 180,000 shares per person, per annum. Therefore, Mr. Ruperto's 2016 LTI award was paid approximately 57% in performance shares under the Equity Incentive Plan and approximately 43% in phantom stock units to be settled in cash that tracked the terms and performance goals for performance shares. Read SEC document |
| March 01, 2019 Filed Dec 13, 2019 18:59 UTC Amendment | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 70,507 | $14.10 | $994,148.70 |
DisclosureSEC source: 0001225208-19-015756 · doc4a.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,796 F1 · shares: Due to an administrative error, insufficient shares were withheld on March 1, 2019 to cover the taxes for this reporting person's Contingent Performance Share and Restricted Stock award that vested on March 1, 2019. Therefore, on December 11, 2019, 9,035 additional shares were withheld to cover taxes. F2 · price: The different prices reflect treatment required under the terms of the Company's Equity Incentive Plan. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:32 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 3,693 | $10.83 | $39,995.19 |
DisclosureSEC source: 0001225208-19-000483 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,035 F1 · shares: Upon the vesting of 12,500 shares on January 2, 2019 under a restricted stock grant dated January 2, 2015, the reporting person had 3,693 shares withheld by the Company for personal tax liability withholding. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 20:58 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | OtherCommon Stock | 5,041.0457 | $17.02 | $85,798.60 |
DisclosureSEC source: 0001225208-18-010743 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · By 401k Disclosed balance after: 5,041.0457 F1 · ownership.nature: Shares are held in the Rayonier Advanced Materials Investment and Savings Plan, a 401(k) plan, for this person's account. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 18:25 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 89 | $21.47 | $1,910.83 |
DisclosureSEC source: 0001225208-18-007079 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,728 F1 · shares: Upon vesting of 363 shares on March 31, 2018 under a restricted stock grant dated March 31, 2014, the reporting person had 89 shares withheld by the Company for personal tax liability withholding. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 22:15 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 25,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005780 · doc4.xml · derivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,748 Underlying: Common Stock · 25,748 shares Expires 2021-03-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:43 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 13,050 | $19.49 | $254,344.50 |
DisclosureSEC source: 0001225208-18-005366 · doc4.xml · nonDerivative · entry 2 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,817 Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:43 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantCommon Stock | 34,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005366 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,867 F1 · shares: Paid pursuant to 2015 Contingent Performance Share Award Program. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:19 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 3,033 | $20.34 | $61,691.22 |
DisclosureSEC source: 0001225208-18-000698 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,929 F1 · shares: Upon the vesting of 9,982 shares on January 2, 2018 under a restricted stock grant dated January 2, 2015, the reporting person had 3,033 shares withheld by the Company for personal tax liability withholding. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 21:35 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Tax withholdingCommon Stock | 100 | $13.45 | $1,345.00 |
DisclosureSEC source: 0001225208-17-007151 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,962 F1 · shares: Upon vesting of 363 shares on March 31, 2017 under a restricted stock grant dated March 31, 2014, the reporting person had 100 shares withheld by the Company for personal tax liability withholding. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:10 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantCommon Stock | 21,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005563 · doc4.xml · nonDerivative · entry 1 Ruperto Frank A · CIK 0001609088 · CFO, SVP Finance & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,062 F1 · shares: Restricted stock award granted under the Rayonier Advanced Materials Inc. Incentive Stock Plan. This award will vest and become payable on 3/1/2020, subject to the reporting persons continued employment with the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.